Vested Beneficial Interest

A “vested beneficial interest” is a legal concept. In a general way, saying that you have a vested beneficial interest in a trust or an estate means essentially that you are receiving or are expecting to receive something from the trust or estate. In legal terms, you have a vested beneficial interest in a trust or estate if you currently have an enforceable right or title to property, even though you may not possess or enjoy the property until the future. State law controls whether and how a beneficiary’s interest is vested.

 

This guide is not intended to provide investment advice, and you should not rely on statements in this guide when making investment decisions.

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